Steps to Apply :
Register on the placement portal
Name of the Company: Ashvvy Investment
Nature of Employment: Full-Time
Joining/Job Location: Kanpur, Uttar Pradesh
Eligible Programs for Applying: MBA
CTC Offered: Starting from ₹2.5 LPA CTC (plus performance-based incentives)
Eligibility Criteria:
• Strong written and verbal communication skills in both English and Hindi.
• Basic knowledge of financial markets and mutual funds (preferred).
• Proficiency in MS Office (Excel, Word, PowerPoint).
• Willingness to grow in a structured yet entrepreneurial environment.
• A high sense of responsibility and client-first mindset.
Job Profile/Role: Client Servicing Executive
Job Description:
Position: Client Servicing Executive
Location: Kanpur, Uttar Pradesh
Company: Ashvvy Investment
Industry: Wealth Management
Overview:
Ashvvy Investment, with over 25 years of experience and ₹300+ crore in Assets Under Management (AUM), is one of North India’s most trusted names in wealth management. We offer customized investment solutions across mutual funds, insurance, fixed income, and more.
Job Responsibilities:
• Accurately process client transactions and investment instructions.
• Address client queries related to portfolios, transactions, and market updates.
• Regularly communicate with clients about portfolio status, compliance changes, and opportunities.
• Participate in review meetings and service enhancement initiatives.
• Maintain compliance documentation and support internal audit efforts.
• Coordinate with AMCs, fund houses, and back offices for operations and query resolution.
• Contribute to internal process improvements for enhanced client servicing.
Key Result Areas (KRAs):
• Client satisfaction and onboarding support.
• Timely, error-free transaction and report processing.
• Revenue contribution via upselling and client retention.
• Full adherence to compliance and audit standards.
Training, Probation & Bond Terms:
• The role begins with a 2-month training and probation period.
• During this period, candidates are not legally bound and may opt to leave with a 10-day notice period.
• Upon successful completion of probation and formal acceptance of the offer letter, a 1-year employment bond will come into effect.
• A salary hike will follow after probation based on confirmed employment.
Perks & Benefits:
• Company laptop and phone for official use.
• Attractive performance-linked incentives.
• Work in a family-led company that values culture and collaboration.
• Exposure to training and workshops by India’s leading Asset Management Companies.
Offered CTC:- ₹2.5 LPA CTC (plus performance-based incentives)
Training Period (Tenure):- 2-month training and probation period
Salary After Training:- ₹2.5 LPA CTC (plus performance-based incentives)
Date of Drive: Tentative
Joining Date (Tentative): N/A
Bond if any: 1-year post-probation employment bond
Any Other Condition: N/A